Wealth Growth Advisor

WealthBridge Financial Group; New Canaan (CT); On-site; USD 70,000 - 110,000; Full time

Job summary

WealthBridge Financial Group in the United States is expanding its team of Financial Professionals to work closely with clients to develop customized financial strategies and grow their own practice within a collaborative network.

You will build long-term client relationships, analyze goals across retirement, investment, insurance, and estate planning, and stay current on markets and planning strategies.

Qualifications

• Entrepreneurial mindset and strong interpersonal skills.
• Ability to communicate clearly with clients and professionals.
• Desire to build a client-focused business and long-term career.

Responsibilities

• Develop and maintain long-term client relationships with a client-first, consultative approach.
• Analyze clients' financial goals and design personalized strategies (retirement, investment, insurance, estate planning).
• Provide education and guidance to help clients make informed financial decisions.
• Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions.
• Build and grow your own book of business through networking, referrals, and marketing initiatives.

Skills

Entrepreneurial mindset

Interpersonal skills

Communication skills

Self-motivated

Goal-oriented

Business development

Job description

WealthBridge Financial Group in the United States is expanding its team of Financial Professionals to work closely with clients to develop customized financial strategies and grow their own practice within a collaborative network.

You will build long-term client relationships, analyze goals across retirement, investment, insurance, and estate planning, and stay current on markets and planning strategies.